FinancialContent is the trusted provider of stock market information to the media industry.
Sorted Weekly Tweets
A note to all of the actuaries in the audience, all three of you : an old friend from my GIC days is seeking a multi-talented actuary to work in the stable value business. Must understand how wraps work, etc. If interested, drop me a note, and I’ll send you the contact info. On with [...]

A note to all of the actuaries in the audience, all three of you ;) : an old friend from my GIC days is seeking a multi-talented actuary to work in the stable value business.  Must understand how wraps work, etc.  If interested, drop me a note, and I’ll send you the contact info.

On with the tweets:




  • May not last long $$ RT @John_Hempton: @AlephBlog Spain imposing on bank junior bonds but prefs in Santander still trading at par! Strange. Jun 23, 2012
  • Buying Europe Banks Is Easy for Herro as Cheap Stocks Fall Key question here is accounting quality; not a buyer $$ Jun 23, 2012
  • Spain Said to Weigh Imposing Losses on Junior Bank Bondholders Fine, but they won’t fund jr debt for 20yrs or so $$ Jun 23, 2012
  • Spanish Aid Plan Is Flawed, Says IMF IMF doesn’t like the complexity of the E-Zone, wants it 2 behave like a nation Jun 23, 2012
  • Debt crisis: Angela Merkel defies Latin Europe and the IMF on bond rescue She who pays the $$ calls the tunes Jun 23, 2012
  • What’s So Special About the Euro Currency Area? Currency unions don’t work; must centralize or die $$ Jun 21, 2012
  • Merkel Balks at Sovereign Debt Purchases to Overcome Crisis Physically, the crisis looks like it is wearing on Angela Jun 21, 2012
  • Spanish short-term debt costs reach alarm levels Yields high enough that Spain unlikely to grow out of the debt $$ Jun 21, 2012
  • Cyprus Said to Face Europe Pressure for $13 Billion Aid Who wants to maintain influence in Cyprus? Russia, E-zone? $$ Jun 20, 2012
  • ‘ @aarontask He might b right. Key Q is how much Germans/Nordics/Dutch view themselves as Europeans 1st rather than Germans/Nordics/Dutch $$ Jun 20, 2012
  • Greek Leaders Poised to Agree on Three-Way Coalition It will be difficult for that coalition 2 hold together $$ Jun 20, 2012
  • Mañana-nomics at Los Cabos Weak Europoliticians blame US, when their banking system was overlevered & malregulated $$ Jun 20, 2012
  • G20 summit: perils of a half-baked rescue for Spain and Italy E-zone not ready 2 take strong actions; don’t force it $$ Jun 20, 2012
  • Is Spain past the point of no return? ‘’I suspect the ECB will have to be the buyer of last resort for Spanish bonds.’’ Jun 19, 2012
  • Saddling Spain With Bank Burden Repeats Irish Error Protect deposits, not bank bonds, preferreds, or stocks $$ Jun 19, 2012
  • “Which is why $JPM had the hedge there in the first place $$” Dimon Says ‘Firewalls’ May Halt Spread of Europe Crisis Jun 19, 2012
  • Germany set to allow eurozone bailout fund to buy troubled countries’ debt Last refuge of scoundrels:blame speculators Jun 19, 2012
  • François Hollande said meeting btw Ezone & Obama rescheduled4this morning2brief Americans on “mechanisms that allow us to fight speculation” Jun 19, 2012
  • Spanish Yields at 7% Show Investors Slamming Door Spain is slowly passing the “tipping point” into hopelessness. $$ Jun 18, 2012
  • Where is the relief? RT @jennablan: Where is the relief rally? Jun 18, 2012

FOMC Meeting/Press Conference


  • Fed Seen Extending Operation Twist and Avoiding Bond Buys Fed can’t do nothing, so it does something that is nothing Jun 21, 2012
  • RT @ezraklein: Hypothesis: Bernanke doesn’t do more because he doesn’t think he can. He says otherwise is because he doesn’t want the ma … Jun 20, 2012
  • Dr. Bernanke: Couldn’t increased unemployment be structural, after all, there is a lot more competition from labor in emerging markets? Jun 20, 2012
  • That’s all folks!!! Jun 20, 2012
  • Dr. Bernanke, Isn’t stagflation a possibility here? I mean, no one expected it in the ’70s either. $$ Jun 20, 2012
  • Q for Bernanke: If the Fed ever does shrink its balance sheet, what effect will it have on the banks? $$ Jun 20, 2012
  • Stocks trading off — correlated with future inflation rates; long Treasuries rallying nominal yields falling -> real rates stable-ish $$ Jun 20, 2012
  • What Bernanke is describing in terms of hedging and risk management has to be done in the insurance industry; actuarial risk analyses Jun 20, 2012
  • W/MBS rates, those mtges that are underwater don’t benefit, same for Alt-A & Jumbo; low rates don’t help many in residential real estate $$ Jun 20, 2012
  • Effect of Tsy ylds on corporate yields is stronger 4 AAA-A bonds, moderate 4 BBB bonds, little 4 junk & the effects get weaker w/maturity $$ Jun 20, 2012
  • That’s the wrap up for the central tendencies and averages of the FOMC’s additional data release. Anyone find those summaries useful? $$ Jun 20, 2012
  • Changes in Avg Target Federal Funds Rate at Year-End 2012-2014, Longer -0.07%, -0.10%, -0.22%, -0.09% $$ Levels: 0.30%, 0.50%, 1.11%, 4.11% Jun 20, 2012
  • Average appropriate timing of policy firming moved out 1.6 months to November 2013 $$ Jun 20, 2012
  • Changes in PCE Inflation central tendency 2012-2014, Longer -0.4)%, -0.07%, -0.12%, 0% $$ Levels: 1.48%, 1.76%, 1.77%, 2.00% Jun 20, 2012
  • Changes in unemployment central tendency 2012-2014, Longer +0.18%, +0.20%, +0.24%, +0.03% $$ Levels: 8.10%, 7.71%, 7.28%, 5.60% Jun 20, 2012
  • Changes in real GDP growth central tendency 2012-2014, Longer -0.50%, -0.37%, -0.11%, -0.04% $$ Levels: 2.13%, 2.57%, 3.28%, 2.44% Jun 20, 2012
  • +1 RT @bondscoop: Steve Liesman is the Fed’s Helen Thomas Jun 20, 2012
  • Fed wants to see long TIPS up in price relative to long nominal Treasuries. Jun 20, 2012
  • @TheStalwart #FOMCGuesses OT extended, no QE3, central tendencies move back to where they were in January, shades lang down GDP, CPI, etc $$ Jun 20, 2012
  • C’mon, Ben, Just Say It; Please, Just Say QE3 Sad that equity guys beg 4 stimulus; think OT extends; no QE3 yet $$ Jun 20, 2012


Rest of the World


  • Glencore Protests Bolivia’s Move on Mine Bolivia has Venezuela envy; won’t end until Morales is shown 2b a fail. $$ Jun 23, 2012
  • Children of Mao’s wrath vie for power in China All of the current ruling class survived the Cultural Revolution $$ Jun 22, 2012
  • Riskier Bets Pitched to Asia’s Rising Rich Yield is the oldest scam in the books; Asia’s brokers fleece clients $$ Jun 21, 2012
  • China warns its rare earth reserves are declining I doubt this, but if true -> significant scarcity of rare earths $$ Jun 20, 2012
  • Britain doomed, apparently Countries that don’t reset their systems through default, will experience money decay $$ Jun 20, 2012
  • Suicides, Arrests Show Trouble at Korean Savings Banks Pride drives suicides, rather than confession of wrongdoing $$ Jun 19, 2012
  • The UN’s Internet Power Grab Never surrender an advantage for no gain; does the Obama administration get that? $$ Jun 18, 2012
  • The Return of Egypt’s ‘Deep State’ Islamists & liberals checkmated by Egyptian Army 4 now. Liberals s/b glad $$ Jun 17, 2012
  • @dpinsen Agreed, better H/L would have been: “Egyptian Army reveals full control, ends show that played w/democracy 2 smoke out enemies” $$ Jun 17, 2012
  • Noda Ends Japan Nuclear Freeze, Risking Voter Backlash at Polls He does the right thing, but will the voters agree $$ Jun 17, 2012




  • A History of Money Funds Let the critics of money market funds apply the same2banks; mark2market accounting. $$ Jun 23, 2012
  • Bank Investors Dismiss Moody’s Cuts as Years Too Late True. Moody’s should’ve done it in 2008; did politics stopthem? Jun 23, 2012

will decline b4 the crisis is over $$ Jun 23, 2012

  • Citigroup Faces $5 Billion on Dollar’s Rise, Peabody Says So, on the heels of $JPM, $C has a currency mismatch? $$ Jun 21, 2012
  • Eminent domain for underwater mortgages could have biggest impact on banks Comments at end; disagreement welcomed $$ Jun 20, 2012


Central Banking


  • Bernanke Acknowledges Tsy Strategy @ Odds W/Fed Policy “Thx, Unca Ben 4letting us issue morre 30s” Ben:”Arrrgh!” $$ Jun 23, 2012
  • The Fed’s second best solution “collateral damage will mount, making the next policy steps even more excruciating.” Jun 21, 2012
  • Fed Born of Morgan’s Bailout Under Scrutiny After Dimon’s Loss How significant is it 4 Jamie D 2b on NY Fed board? $$ Jun 19, 2012
  • Krugman’s Intellectual Waterloo Suggested possible Fed stimulus: blow housing bubble 2replace tech bubble $$ Jun 17, 2012
  • Also, the last H/L could have been: “Bernanke’s GDP View Invalidated as Economy Slows” FOMC has been lousy economic forecasters lately $$ Jun 17, 2012
  • Bernanke’s Inflation View Validated as Commodities Fall Median & Trimmed mean CPIs mot falling, better measures $$ Jun 17, 2012


Asset Management


  • Pimco’s Gross Warns of Risk Assets as Aberdeen Avoids Stocks Bill Gross signs on to deflation late & promotes it $$ Jun 23, 2012
  • Private Equity Has Too Much Money to Spend on Homes Big buyers need to stay quiet if they want 2 make good returns $$ Jun 22, 2012
  • Simon Lack responds to AIMA’s hedge fund cheerleading Backfill bias, IRR vs Buy&Hold, high fees, survivor bias $$ Jun 21, 2012
  • At 40,000 feet, Fidelity’s Danoff ponders Groupons Danoff is a survivor; he’s right it’s lonely 2b a stockpicker $$ Jun 21, 2012
  • Very good point. Wall Street is a 1-note Sam RT @chadstarliper: Has there ever been a time when Wall St didn’t think stocks were “cheap?” $$ Jun 20, 2012
  • Wall Street says stocks are bargains, but that assumes surging profits Or at least growing sales w/flat profit mgns $$ Jun 20, 2012
  • America’s $8T corporate debt market faces liquidity drought as banks retreat from the trade Shouldn’t b that bad $$ Jun 19, 2012
  • Equities entail less risk than ‘haven’ investments Ain’t necessarily true; think of the Great Depression or 1871 $$ Jun 19, 2012
  • Valuation Matters…. Equity vs Bonds Edition Earnings ylds v Tsy ylds unstable; Q-ratio, CAPE10, Price/resources bettr Jun 19, 2012
  • Biggest Stocks Beat S&P 500 Most in 13 Years as Valuations Fall Once valuations get so low, they must go up $$ Jun 18, 2012




  • DuPont selling Conoco at oil mkt trough $$RT @BarbarianCap: “Delta seals deal to buy Pennsylvania refinery” > hasn’t that been tried before? Jun 23, 2012
  • DuPont buying Conoco at oil mkt peak $$ RT @BarbarianCap: “Delta seals deal to buy Pennsylvania refinery” > hasn’t that been tried before? Jun 23, 2012
  • J.C. Penney Falls After Francis Leaves Amid Strategy Flop Rare setback 4 Ackman/Pershing on $JCP; retail is tough $$ Jun 20, 2012
  • Buffett Extends Real-Estate Bet With ResCap Pursuit Buffett is early, in my opinion, but has the capital to do it $$ Jun 18, 2012




  • US public retiree benefits gap grows to $1.38T Gap widened by $120 billion since last year; thx Ben 4 low discnt rates Jun 20, 2012
  • Joe Nocera Is Wrong About Woonsocket’s Crisis Harder2discharge muni “pension” bonds than renegotiate muni pensions $$ Jun 20, 2012
  • GM Seen Fueling Pension Deals as Employers Face Shortfall Hope $MET & $PRU survive; guaranty funds limited in size $$ Jun 19, 2012
  • Terminal funding of DB pension plans will be a growing phenomenon if corps/states bite bullet and kick in more $$ to fund annuity purchases Jun 19, 2012
  • Problem to annuitants is companies can go broke; no PBGC coverage of annuities, and state guarantees r usually limited 2 $100,000 total $$ Jun 19, 2012




  • Love the Leaker, Hate the Leak Value of releasing sensitive govt data to the public is in the eye of the beholder $$ Jun 21, 2012
  • How David Weidner Changed My Life @reformedbroker – how getting on @davidweidner ‘s Top 10 list gave him a big boost $$ Jun 19, 2012
  • +1 won’t watch RT @ReformedBroker: Bloomberg PR pushing their Meredith Whitney interview video hard today. They haven’t gotten the memo yet. Jun 19, 2012
  • Wrong: 20 rules that can save you from the Doomsday Cycle Why does Marketwatch give Paul Farrell space 2 write? $$ Jun 19, 2012
  • So long, suckers — I’m leaving Wall Street David Weidner: Some lessons from 15 years observing the industry $$ Jun 19, 2012




  • Liquidity, Noise, and Signal Shorter the time period-> higher ratio noise/signal; leads2bad trades @ turning points $$ Jun 21, 2012
  • ‘ @JATranfo Never criticized ECRI when out of favor; FWIW, I reverse-engineered their main model: industrial commod pxs & credit spreads $$ Jun 21, 2012
  • Lawmakers Push for Overhaul of IPO Process Every “fix” creates its own set of problems. Mania can hit auctions 2 $$ Jun 21, 2012
  • Yes $$ RT @Fullcarry: A
  • Housing Starts in U.S. Fall 4.8% in May on Apartments Interesting contrary data; $EQR chart $$ Jun 19, 2012
  • Asians Top Immigration Class Certainly noticeable here in Ellicott City; most businesses have signs in Korean $$ Jun 19, 2012
  • Poorly reasoned: Court-Ordered Care — A Complication of Pregnancy 2 Avoid Mothers w/child in womb uniquely affect child Jun 18, 2012
  • Please follow @jarrodwilcox, He has taught me many things, and I respect him a great deal #FF Jun 17, 2012
  • A Jewish-Asian Couple’s Union Leads to a Scholarly Interest in Intermarriage Both ethnic groups prize education $$ Jun 17, 2012




  • DavidMerkel’s discussion on “The New Yorker’s Newest Writer Is a Big Self-Plagiarist” Writing belongs2those that paid Jun 20, 2012
  • “High energy particle physics is only a small part of science, and not adequate to measure the…” — David_Merkel Jun 20, 2012
  • “Please, accidents per passenger mile would be better, rather than: “He also pointed to the fact…” — David_Merkel Jun 20, 2012
  • RE: @bloombergview Maybe DC city govt should start a reality TV show, w/prizes 2 the official who commits the most cr… Jun 20, 2012
  • RE: @bloombergview  How will you deal with deferral of individual taxes on investment from DC plans, unrealized CGs, … Jun 20, 2012
  • “Cool picture, Ed. Thanks for sharing it.” — David_Merkel Jun 19, 2012
  • “Hitting the fiscal cliff won’t happen, and that’s too bad, because we need to discuss long-term imbalances” — D_Merkel Jun 19, 2012
  • “Here is a proposal for how rating agencies could be eliminated:…” — David_Merkel Jun 19, 2012
  • “I trust ratings agencies more than mismanaged governments. Ratings are needed to provide…” — David_Merkel Jun 19, 2012
  • “If this is representative of what the ruling Greek coalition will do, the government will fail…” — David_Merkel Jun 19, 2012
  • “Much as we may dislike financial fraud, suggesting that those in the US that mismanaged their banks…” — David_Merkel Jun 19, 2012
  • ‘ @FilmCriticOne You say u want tax reform, but ur willing2let value grow untaxed through deferral? Get real; ability2defer is the issue $$ Jun 16, 2012


Dimon for Fed Secretary


  • @dlevineMW @moorehn and pay cut. The same rumors were applied to Hank Greenberg $AIG 4 Tsy Secretary user Bush, Sr. Said the same then $$ Jun 19, 2012
  • Jamie kind2let us live in his world ;) RT @ReformedBroker He’s hedging the Senate w/the House right now, y’all r just pawns in a bigger game Jun 19, 2012
  • Why should Jamie accept the demotion? $$ RT @moorehn: This is just Jamie practicing for confirmation hearings as Treasury Secretary, right? Jun 19, 2012


Tax Policy


  • Tax Panels Turn Focus to Investments Best poss is lowering corp tax rates, equalizing all tax rates for individuals Jun 23, 2012
  • How to Kill the Corporate-Income Tax Evens out personal income tax rates by class. Good, but what about deferral? $$ Jun 20, 2012




Stock Market XML and JSON Data API provided by FinancialContent Services, Inc.
Nasdaq quotes delayed at least 15 minutes, all others at least 20 minutes.
Markets are closed on certain holidays. Stock Market Holiday List
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
Press Release Service provided by PRConnect.
Stock quotes supplied by Six Financial
Postage Rates Bots go here
Financial Widgets

Display market data, financial news or stock quotes - Learn More

Advertising Network

Advertise on FinancialContent's huge network - Learn More

Web Services

Power your internet and wireless applications - Learn More